Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IMPACT PARTNERSHIP WEALTH LLC | 05-13-2024 | 03-31-2024 | 704 | 252,351,371 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | BITCOIN STRATE | 1051 | $1,615 | 50 | 0.00 | 0.00 | -74,646 | -99.93 | 03-31-2024 |
| LEMONADE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN EXPRESS CO | COM | 1053 | $1,601 | 7 | 0.00 | 0.00 | -2,030 | -99.66 | 03-31-2024 |
| KOHLS CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
